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Every sales team does a weekly pipeline review. Most of them start the same way: a manager asks for an update, a rep opens Salesforce and starts scrolling, and five minutes later everyone is still waiting for basic numbers. A sales territory dashboard that shows top accounts, key contacts, champion movements, and ICP fit in a single view would fix that. With LeadIQ MCP connected to Claude, building that dashboard takes one prompt instead of a manual pull from three different tools.
The problem
Pipeline reviews are only as useful as the data going in. Without a structured view of the territory, reps spend the first 10 minutes of every meeting gathering information instead of discussing it. Stale contact records, missing opportunities, and undetected champion movements don't surface until someone asks a specific question. By then, the decision is already late.
What you need
LeadIQ MCP connected to Claude Desktop or Claude.ai. Set it up here, it takes about 5 minutes.
The play
Using LeadIQ, pull a territory dashboard for my [segment, e.g. North America Mid-Market] ahead of my weekly pipeline review. Include:
- Top 10 accounts by ICP fit (industry: [industry], size: [company size], region: [region])
- For each account: company name, top 2 contacts with verified emails and phone numbers, and any open opportunities in [CRM, e.g. HubSpot / Salesforce]
- Any champion movements detected in the past 7 days
- Accounts with stale or missing contact data that need to be re-enriched
Format the output as a structured table I can paste into my pipeline review doc.
Customize the segment, ICP criteria, and CRM before running. The output formats as a table you can paste directly into your prep doc or share in Slack before the meeting starts.
What you get back
A structured table covering your top accounts by ICP fit, verified contacts for each, open opportunities from your CRM, champion movements from the past week, and a flagged list of accounts that need enrichment. Everything your pipeline review needs in one output, formatted and ready to paste.
Run it as a workflow
- Monday morning: run this prompt to generate the territory dashboard
- Share the output with your manager or paste into your pipeline doc before the review
- For any accounts flagged with stale contact data, run the CSV enrichment prompt to clean them up before they go into a sequence
Pair it with
- LeadIQ champion tracking for automatic job change detection on the contacts in your dashboard
- LeadIQ CRM enrichment to refresh the stale records flagged in the output
- Salesforce or HubSpot to cross-reference open opportunities directly from the prompt output
- Claude Cowork + Slack to automatically post the formatted dashboard to your team's pipeline channel before the review starts.
When to run this play
- Sunday evening or Monday morning before your weekly pipeline review
- Before a QBR when you need a clean territory snapshot with verified contact coverage
- When taking over a new territory and need to understand the account landscape fast
FAQ
Does this work with both Salesforce and HubSpot?
Yes. The prompt pulls open opportunities from whichever CRM you specify. Replace [CRM] with your tool of choice and the rest of the prompt stays the same.
Does it use LeadIQ credits to run?
Yes, contact lookups and enrichment use Universal Credits. Credit usage scales with the number of accounts and contacts included in the output.
What if some accounts don't have contacts in LeadIQ?
Those accounts get flagged in the output as needing coverage. You can then run a separate prospecting prompt to find contacts at those accounts before the next review.
LeadIQ MCP works inside Claude Desktop, Claude.ai, and Claude Cowork. To explore more prompts like this one, visit the full prompt library. Or book a demo to see it running with your real accounts.
